Sep 24, 2026

Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee

Michael Lee, co-founder and CEO of Sequence Holdings, details his thesis on transforming large incumbent businesses with AI through a permanent holding company structure. He discusses the $7.7 billion take-private of Baldwin, an insurance brokerage, alongside the Dell Family Office, and explains why traditional consulting or software models fall short for deep enterprise AI transformations. Lee also shares insights from Sequence's work with BankSouth, the technical architecture of their Atlas platform, and their unique approach to integrating frontier engineering to drive long-term compounding and organizational change.

Feb 19, 2026

From SaaS to AI-First: How Companies Are Reshaping Innovation

Hosts Sarah and Elad discuss the "SaaS-apocalypse," arguing that while AI is fundamentally changing software, the death of SaaS is overstated in the short term. They explore the unprecedented speed of revenue growth and collapsing token costs in the AI era, the new challenges in engineering management like "coding slop," and the strategic imperatives for founders to build durable, multi-product companies in a rapidly changing landscape.

Aug 21, 2025

How Intercom rose from the ashes by betting everything on AI | Eoghan McCabe (founder and CEO)

Eoghan McCabe, founder and CEO of Intercom, shares the unfiltered story of transforming a multi-billion dollar, stagnating SaaS business into a rapidly growing, AI-first company. He details the necessity of 'founder mode,' a radical cultural overhaul, and why having nothing to lose is the ultimate advantage in the AI era.